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Consider naming First Republic as your successor trustee.
As a corporate trustee or co-trustee, we serve clients by using our knowledge and experience to implement their plans in a way that is sensitive to and advantageous for the named beneficiaries.
We specialize in working with families utilizing:
- Revocable Living Trusts
- Irrevocable Trusts
- Testamentary Trusts
- Charitable Trusts
Our clients benefit from:
- A dedicated Account Officer, equipped with a full appreciation of the beneficiaries' needs
- Professional and objective oversight of the management of the trust's assets
- Timely receipt and disbursement of funds
- Prompt response to requests for discretionary distributions
- Coordination of fiduciary tax preparation with external accountants
- Detailed year-end tax ledgers
- Monthly Account Statements in electronic or hard copy
- Online access for the client and advisors to view account via internet
- Complete confidentiality
Upon request, we can also provide:
- Customized account statements
- Combine multiple accounts into a single account statement
- Provide performance measurement results
Please contact us at (800) 333-9059 for more information on our fiduciary service.
